See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,034 | $80,717+295.2% | $154,803+106.1% | $84,808+276.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.21% | 37.96%-16.7pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $7,993 | $2,761+189.5% | $4,305+85.6% | $2,631+203.8% |
| Participant deferral / active EE | $6,407 | $3,303+94.0% | $5,540+15.6% | $4,212+52.1% |
| Admin fee / account holder | $1,863 | $6,746-72.4% | $14,329-87.0% | $7,344-74.6% |